Credit and Rebill

The entire invoice is reversed, for which the following billable lines are generated:

• For each invoice, a credit note, which is automatically processed.
• For each invoice line, a new billable line.

This command is only available if these conditions are met:

• The invoice status is Posted.
• The invoice has not yet been paid.
• The invoice is not related to installments or advanced receipt requests.
• The invoice is not a self-billing invoice.
• The invoice is not an internal invoice.
• The invoicing scenario of the original invoice is All Scenarios.

• The source type is not any of the following:

  • Customer Claim
  • Rebate
  • Debit/Credit Note
  • Purchase Order
  • PCS Order
  • Warehouse Order

• The document type is not any of the following:

  • Advance Receipt Request
  • Pay-from Receipt
  • Credit Note
• None of the invoice lines is related to an Interest Invoice.

• The source order is not yet closed:

  • For contracts, the project may not yet be closed.
  • For Sales, the sales order may not yet be processed (process delivered orders).
  • For Service, the service order may not yet be closed.
• The period in which the invoice date of the original invoice occurs, is still open.

• You are authorized to make changes.

  ( Allow Change Invoicing Data selected in the Invoicing User Profiles (cisli0110m000) session.)

• You can specify the options and settings for the credit notes that are created during the credit and rebill process in the Credit and Rebill (cisli3205m100) session. You can also print the credit note invoice that is generated during the credit and rebill process if the Print Credit Note when Rebilling check box is selected in the Invoicing Options (cisli1120s000) session.
• The application allows you to perform the credit and rebill process even if the:
  • period is closed
  • sales listing is processed
  • Intrastat is processed

  While posting, if the financial period is closed, application posts the credit note to the next open period.